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    Idea Pipeline

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    6164 Ideas

    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Exportable List of Users with BadgeOpen

    This idea delivered a way to find users by Badge in Control > Users Overview.However, there’s no way to export this list. Nor do I believe there’s a way to grab this via the API (vote for the idea below if you’d like to see it added) Idea: Enable the ability to export badges as a standard report in Analytics or even just an export option on the filtered Users Overview.As others have indicated in the comments on those posts, it’d be good to have:User information Badge name and ID Date badge was awarded

    5
    Aleksandra
    Forum|Forum|1 year ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    AI Followup Activities Merge should consider Outlook Plugin sourced activities tooNew Idea

    Currently for AI Followup synched Timeline activities the Merge Logic doesnt consider the activities created through Outlook Plugin. Customer NICE CXone sync lot of activities through Outlook plugin, hence requesting to consider these activities for merge so that there are no multiple entries for same meeting.CC: ​@marionmungcal 

    1
    dayn.johnson
    Forum|Forum|1 year ago
    Jef Vanlaer
    Jef VanlaerHelper ⭐️⭐️⭐️

    Spaces - Success Plans: rights to update tasks should be based on task ownership, not CTA ownershipNew Idea

    At the moment, external users (customers) can only close a task in a Success Plan shared through Spaces if they own the CTA the task belongs to. According to my interaction with Gainsight support, this is by design: In many cases tasks within a CTA are distributed between CSMs and customer contacts. Having to separate these into different CTAs will make the Success Plan very cluttered. In my opinion, edit rights for tasks should be based on task ownership, not CTA ownership.

    1
    darkknight
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Pin Charts from Pre-Built Reports to DashboardsNew Idea

    Painpoint: A pre-built Analytics report has the types of charts and insights I want to share on a dashboard, but I can’t always share those in dashboard widgets. For example, multi-question survey responses. There are some nice pre-built charts on the which questions were answered or the responses to specific questions. And there’s no real way for me to add a widget to a dashboard that would open the Survey Performance report. All work arounds would open query builder reports or other reports that are missing the data I want to share. Opportunity: Seeing the charts are there and pre-built, it feels like something that could/should be made easy to add to a dashboard. That’d give the benefit of both sharing the desired insights on a dashboard, as well as a widget that allows the opening of the full Survey Performance report for more analysis. 

    1
    Molly.McQ
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Enhance accessibility in reports (color contrast)New Idea

    Hi all,In reports today, Gainsight isn’t able to handle color contrast properly. This means that dimensions to which a darker color is attributed will still show black text on that dark color.The system should auto-switch the font color based on the background color. Below is an example where dark text is used on a dark background.  Thanks!A

    2
    Molly.McQ
    Forum|Forum|1 year ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Please, stop creating Company Person records for every Relationship PersonNew Idea

    Our configuration:  In Salesforce we have Contact, Account Contact Relationship, and Associated Contacts.  In Gainsight, we map these to Person, Company Person, and Relationship Person respectively.  We are using these different sources in Salesforce to create our Gainsight records.  In Salesforce, we do not create Account Contact Relationships for every Associated Contact.  In our Load to Person Rule, we have 3 type of actions, 1 mapping the Contact to Person, 1 mapping the Account Contact Relationship to Company Person, and the final mapping the Associated Contact to Relationship Person.  Our intention is to have consistent data across our platforms.  In the action to create Relationship Person records, we do not have a lookup defined for Company or the Company Person Identifier checked for matching criteria.Problem statement: Gainsight is upserting Company Person records in the Load to Relationship Person.Impact:Duplicate Relationship Person records where the Person and Relationship are the same, but there are multiple Company Person records, Ticket 353751 Company Person records are created without an identifier or any detail Account Contact Relationship and Company Person have completely different datasetsPlease address the product gap (that I experience as a bug) as soon as possible and include a process to resolve all Company Person records without dependencies and without identifiers.

    7
    angela_domenichelli
    Forum|Forum|1 year ago
    anushatContributor ⭐️

    Time delay in engagementsNew Idea

    Would really be helpful if there is a time delay option for an engagement to launch. I have seen some other customers request these 3 years back.

    4
    Forum|Forum|1 year ago
    andreammelde
    andreammeldeHelper ⭐️⭐️

    Calendar Integration to Show Upcoming Planned Meetings - Create a "Gainsight Calendar"New Idea

    We are wanting a way to easily track in Gainsight when a meeting is scheduled (future) with the client. This would include SBRs, normal syncs, or ad hoc meetings. Ideally this would link to our CSMs calendar and work similar to the Chrome Plugin where CSMs could just check to “add to GS Calendar” like you can check to “add to timeline”. The intention is to give visibility to upcoming engagements with our customers and more easily track without causing additional work for the CSM that is manual. We do not want to create custom fields that require CSMs to keep track of on top the actually scheduling. We have found that method easily gets out of date and too cumbersome.We are especially wanting to keep a better pulse on upcoming planned SBRs and then track on timeline when SBRs actually occurred.

    25
    amasica1217
    Forum|Forum|1 year ago
    Tomas Trijonis
    Tomas TrijonisContributor ⭐️⭐️⭐️⭐️⭐️

    Don't show GS Webinar Invite banners to end-usersNew Idea

    While impersonating our end users I learned that they are seeing a banner inviting them into a Gainsight Release webinar. This webinar seems to be admin focused, but ironically I am the one who is not getting this banner. Please consider the fact that an average CSM is already fatigued by the amount of announcements and new processes that they need to read and learn. Then they get this communication about new releases that could be confused as if coming from our internal team, but what’s inside is actually of very little relevance to them.If this is actually useful for some clients then this could be a tenant-wide “opt-out” checkmark, but please make it stop.

    4
    darkknight
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    GurijalasaikiranGainsight Employee ⭐️

    Customizable Colors for Pie Chart DashboardsNew Idea

    Hi Team,Currently, the pie chart colors appear fixed and are assigned based on the percentage of the data point (e.g., the highest value gets blue). Please provide the option to define the colors of data points based on the user's type (Promoter/Detractor/Passive) across dashboard widgets for query builder report widgets. This change would enhance the user experience.Thank you.

    4
    alizee
    Forum|Forum|1 year ago
    Sejal AContributor ⭐️

    Add more metrics to feature adoption report than just unique users/accounts/eventsNew Idea

    I am trying to add more advanced adoption metrics like user adoption rate to my graphs on feature adoption reports. However, i believe it’s constrained to just users/accounts/events metrics. Could you please consider providing user adoption rate kind of metrics here or provide capability to create my own custom metrics?  

    0
    Forum|Forum|1 year ago
    mmayhall
    Gainsight Employee ⭐️
    mmayhallGainsight Employee ⭐️

    "Force" Survey Responses to Partially Submitted Status Upon Survey ClosureNew Idea

    [Posting on behalf of customer] The Background: Per current behavior, survey responses with the status “Partially Saved” do not automatically go to “Partially Submitted” upon survey closure. Rather, the survey participant still has until the end of the survey validity period (as noted in the “Partial Completion” section of the survey’s Additional Fields configuration) to revisit the survey to change answers or click “submit.” As “Partially Saved” survey responses are not present on the flattened survey object until they move to “Partially Submitted” status, this has the potential to add complications in reporting on the survey results on the day of the survey’s closure. (The “Partially Saved” responses are present on the Survey User Answer Object, though this object is not generally preferred to the flattened survey object) The Ask: It would be useful if Admins had a way to “push” any “Partially Saved” survey responses into “Partially Submitted” status once the survey had closed for simplified reporting and response visibility. Many thanks for your consideration!

    0
    mmayhall
    Gainsight Employee ⭐️
    Forum|Forum|1 year ago
    HollySimmons
    HollySimmonsHelper ⭐️

    Attachments Section on 360Released

    Would love the option to add an attachment section to the C360 so we can store key documents such as in-play contracts - we currently upload these to the timeline but they very quickly get obscured by the rest of the entries and it’s a very common need to recheck contracts for anything nuanced and not easily expressed in attribute sections. 

    14
    pgeorge
    Forum|Forum|1 year ago
    awellsContributor ⭐️⭐️

    Support the OR statement in R360 Object AssociationsNew Idea

    We have a need to have an OR statement supported when we go to the R360 and associate an object to the relationship. Perhaps what we are trying to do is just unique, however here it goes… We have an object (object A) for “deals” which has 2 different lookups to the relationship object. The lookups are based off of specific market offerings therefore different R360’s were created. Each R360 supports either the subscription or the transactional part of the deal at hand. What we would like to be able to do is maintain 1 object and be able to support reports on the different levels of the deal. IE, grouping by the subscriptionRelationship field will return multiple records and grouping by transactionalRelationship field will typically return 1 record. Currently to do that we would need to either break the table into 2 tables or duplicate the table so that we can have 2 separate R360 object associations because we cannot say:subscriptionRelationship == GSIDORtransactionalRelationship == GSIDIn the current setup.I’m sure there are other use cases for this but someone else would have to outline those.

    0
    Forum|Forum|1 year ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Allow Admin to push out list set ups for mass send email featureNew Idea

    Due to the complex nature of our accounts, it is difficult to teach CSMs how to create lists quickly and easily.  It would be preferable if admin could create libraries available to all since we are familiar with the data inside and out.

    1
    Forum|Forum|1 year ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Inline Generic Survey Question feedbackNew Idea

    Have recently started using inline survey questions more for generic surveys, and have some feedback.There’s not a way to manipulate the font of the survey question, so it winds up not matching the font of your email template and can look poorly formatted.  Would love to be able to configure to use the same font as the template.  With the different available options of formatting, we’ve received feedback that it’s difficult to know where to click for the question response.  For example, the one with the colored boxes requires you to click on the text of the response and not just in the box. It’s not clear on the Program Details page that the question has to have a control type of Radio in the survey set up in order to be used in the program.  Might be good to add that as a tool tip somewhere.

    15
    bradley
    Forum|Forum|1 year ago
    Ashton
    AshtonContributor ⭐️⭐️⭐️⭐️

    PX - Stacked Bar ChartsNew Idea

    🧩 Problem StatementGainsight PX currently offers a limited set of chart types for visualizing product analytics. However, it lacks support for stacked bar charts and other comparative visualizations that are essential for analyzing segmented data and usage patterns across multiple dimensions.This limitation makes it difficult to:Compare feature adoption across user roles, accounts, or time periods. Visualize proportional relationships within a single metric. Present layered insights in a compact, executive-friendly format.🎯 Proposed SolutionWe request the addition of the following chart types to the PX reporting interface:Stacked Bar Chart 100% Stacked Bar Chart Stacked Column Chart Grouped Bar/Column Chart (Optional) Dual-axis charts for comparing metrics with different scalesThese chart types should support:Grouping by two dimensions (e.g., feature + user role) Toggle between absolute values and percentages Custom color schemes and conditional formatting Tooltip and legend customization📈 Business ImpactEnables deeper insights into user behavior and feature adoption. Reduces the need to export data to external tools for advanced visualization. Supports better storytelling in product analytics and stakeholder reporting. Aligns PX with common data visualization standards in product-led organizations.

    0
    Ashton
    Forum|Forum|1 year ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    The ability for CSMs to mass edit ALL fields of a CTANew Idea

    Similar to report mass editing, it would be great if users could mass edit CTAs for every field. Use case:All of my Risks pertaining to Missouri associated with this type and reason need to have an update in the custom field for next steps.

    0
    manda.edmonds
    Forum|Forum|1 year ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Ability to select specific fields for visibility upon CTA creationNew Idea

    In order to highlight key items that need to be filled during creation, it would be great if admin could control which items are visible to highlight and communicate key fields needed in the creation of each type of CTA.

    0
    manda.edmonds
    Forum|Forum|1 year ago
    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Write with AI gmail extensionNew Idea

    Users would like to have the same Write with AI prompts in the gmail extension that are available in gainsight.

    0
    angela_domenichelli
    Forum|Forum|1 year ago
    BradleyOVO
    BradleyOVOContributor ⭐️⭐️⭐️⭐️

    Introduce ability to award manual points for engaged usersNew Idea

    As a part of our Q3 goals - we’re looking to make a massive revamp to our gamification features on the platform.  Currently, it’s only been the points leaderboard and system that has been utilised over many years and we have a few super engaged super users that have racked up some seriously impressive level of points. I fear to such a degree it would demotivate newer users from bothering to engage.  As we look to introduce new badge and rank options it would be great to be able to provide a manual method to be able to award users with points on our platform - something to give them an edge via the current points leaderboards and also recognise them for the amazing contributions they’ve provided the community at the same time.  As we know, there are only 5 possible ways for a user to gain points generically.  Is this something others have raised or thought about before? Do people agree that there should be a manual function to be able to offer this sort of award as a part of the wider gamification models?

    0
    BradleyOVO
    Forum|Forum|1 year ago
    Sejal AContributor ⭐️

    Manual data record selection on query builder reportNew Idea

    While using query builder report to analyze feature adoption grouped by certain attributes, i am unable to see data collected for all groups in the line/bar charts visualization created through the report. Instead, it only captures 5 data entries which is not ideal. Could you enable the visualization to gather data over all records as currently an analyst has to manually check the records they would like to see reflecting on visualization charts. thanks! 

    0
    Forum|Forum|1 year ago
    Deepthi GajjalaContributor ⭐️⭐️

    Why the template is marked mandatory asterisk field in Cockpit and P360 send Email when it performs as non-mandatory jobReleased

    The template is marked as mandatory field in send email of cockpit and P360 email when it is not necessary to include a template while creating a email.The emails are sent irrespective of including a templateThis creates a ambiguity to the end user which prompts to select a email template, when it works with out including it .This can be avoided by simply removing the asterisk or mandatory field symbol from template.

    4
    pgeorge
    Forum|Forum|1 year ago
    kcsp
    kcsp

    Auto-Associate Integration Calls to CTAsNew Idea

    As we begin to leverage integrations to automatically pull in calls that contain summary transcripts, there currently isn’t a way to auto-associate calls to things like CTAs. This requires CSMs to manually associate the call to a CTA, which puts an administrative burden on CSMs. If there was a way to help automate this in any way, it would ensure: 1) we don’t require CSMs to do unnecessary administrative work; and 2) we are able to track all of the work gone into closing out a CTA. 

    0
    kcsp
    Forum|Forum|1 year ago
    rkumarContributor ⭐️⭐️⭐️⭐️

    GS Ingestion Source NameNew Idea

    I have a scenario where I am seeing duplicate contacts in Company Person/Person objects in Gainsight. I was trying to see which source are those duplicate contacts tied to, since we are getting some contact data from PX side as well, along with the regular flow from Salesforce. Currently there is a ‘GS Ingestion Source’ field that exists but it only holds id values and not the actual name of the source. This, would be really helpful to streamline data and maintain data hygiene in Gainsight.

    3
    Forum|Forum|1 year ago

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